Top 50 Samara Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 16.1% | 169.4K | $15.5M | new | $91.51(-0.08%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 6.43% | 62.4K | $6.2M | new | $99.33(-0.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.81% | 15.1K | $5.6M | new | $426.90(-8.53%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.93% | 16.6K | $4.8M | new | $300.28(+19.86%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.82% | 18.3K | $4.7M | new | $262.82(+17.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.3% | 23.8K | $4.1M | new | $180.45(+7.97%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.23% | 13.2K | $4.1M | new | $327.23(+10.15%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.96% | 6.0K | $2.9M | new | $490.93(+3.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.94% | 9.7K | $2.8M | new | $308.19(+8.53%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.67% | 2.6K | $2.6M | new | $929.39(+2.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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